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TotalEnergies

Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
WealthTrust Axiom
Pennsylvania
$569K +$14.6K +245 +3%
CCFCSB
327
Cape Cod Five Cents Savings Bank
Massachusetts
$567K -$5.95K -100 -1%
SHA
328
Smith Hayes Advisers
Nebraska
$560K +$56.6K +950 +12%
FAAS
329
First Allied Advisory Services
California
$526K -$124K -2,085 -20%
BFO
330
Boston Family Office
Massachusetts
$524K – – –
HL
331
HeadInvest LLC
Maine
$509K – – –
CFS
332
Community Financial System
New York
$506K +$11.9K +200 +2%
PVWM
333
Point View Wealth Management
New Jersey
$506K +$492K +8,266 New
Canada Life
334
Canada Life
Manitoba, Canada
$498K – – –
TC
335
Taylor Cottrill
New Hampshire
$496K – – –
ICAS
336
Investors Capital Advisory Services
Massachusetts
$493K +$148K +2,485 +45%
MIS
337
Morningstar Investment Services
Illinois
$486K -$41.2K -692 -8%
SAM
338
Symphony Asset Management
California
$482K +$469K +7,870 New
LBC
339
Lowe Brockenbrough & Co
Virginia
$478K – – –
RCM
340
Riverhead Capital Management
Delaware
$478K – – –
CCA
341
Checchi Capital Advisers
California
$478K +$464K +7,801 New
AP
342
Advisor Partners
California
$473K +$45.1K +757 +11%
CNB
343
City National Bank
Delaware
$469K +$455K +7,647 New
EGA
344
E&G Advisors
Texas
$461K +$448K +7,520 New
OCG
345
Opus Capital Group
Ohio
$461K +$448K +7,520 New
RGC
346
Roberts, Glore & Co
Illinois
$455K -$75.9K -1,275 -15%
CAN
347
Cetera Advisor Networks
California
$453K -$186K -3,129 -30%
AIA
348
Alerus Investment Advisors
Minnesota
$450K +$65.3K +1,097 +17%
CWM
349
Concert Wealth Management
California
$448K -$16.1K -271 -4%
BBHC
350
Brown Brothers Harriman & Co
New York
$444K +$299K +5,031 +226%